AUMdb

Landmark Dividend Llc 401(k) Plan

Sponsored by Landmark Dividend Llc · EIN 271963201 · Plan #001

Total assets
$15.8M
Net assets
$15.8M
Active participants
134
With balances
174

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cambridge Investment Research Inc. Investment advisory (plan) $47,764
San Diego Pension Consultants Contract administrator $22,720
Great West Life & Annuity Insurance Recordkeeping fees $0